Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LCNB
Lcnb Corp

Financial Services
9
New
$14.2 - $16.35 $128 - $147
9 $0
DRS
Leonardo Drs, Inc.
581
+ 564.08%
N/A
684 $0
Lexeo Therapeutics Inc
304
New
N/A
304 $0
Lineage Inc
266
New
N/A
266 $0
LNKB
Linkbancorp, Inc.

Financial Services
17
New
$6.68 - $7.7 $114 - $131
17 $0
LQDT
Liquidity Services Inc

Consumer Cyclical
1
New
$23.48 - $28.24 $23.5 - $28.2
1 $0
Lithium Amers Corp New
500
+ 1000.0%
N/A
550 $0
LOB
Live Oak Bancshares, Inc.

Financial Services
12
New
$30.54 - $38.72 $366 - $465
12 $0
LDI
Loan Depot, Inc.

Financial Services
1
New
$1.28 - $4.56 $1.28 - $4.56
1 $0
Loar Holdings Inc
1
+ 11.11%
N/A
10 $0
MGPI
Mgp Ingredients Inc

Consumer Defensive
7
New
$24.19 - $32.87 $169 - $230
7 $0
Mntn Inc
80
New
N/A
80 $0
MRC
Mrc Global Inc.

Energy
27
New
$12.79 - $15.34 $345 - $414
27 $0
MPTI
M Tron Industries, Inc.

Technology
1
New
$38.68 - $55.48 $38.7 - $55.5
1 $0
TUSK
Mammoth Energy Services, Inc.

Industrials
11
New
$2.2 - $2.84 $24.2 - $31.2
11 $0
MNKD
Mannkind Corp

Healthcare
124
New
$3.42 - $5.74 $424 - $712
124 $0
Marketwise Inc
1
New
N/A
1 $0
Masterbrand Inc
403
+ 33.84%
N/A
1.59K $0
MXCT
Maxcyte, Inc.

Healthcare
97
New
$1.27 - $2.33 $123 - $226
97 $0
MED
Medifast Inc

Consumer Cyclical
29
New
$12.74 - $15.22 $369 - $441
29 $0
Meridian Corporation
26
New
N/A
26 $0
Metsera Inc
1.86K
+ 62133.33%
N/A
1.87K $0
MRNA
Moderna, Inc.

Healthcare
21
+ 19.27%
$23.51 - $34.67 $494 - $728
130 $3K
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
10
+ 40.0%
$4.19 - $7.49 $41.9 - $74.9
35 $0
NABL
N Able, Inc.

Technology
35
+ 11.59%
$7.26 - $8.45 $254 - $296
337 $2K
Ncr Atleos Corporation
20
+ 105.26%
N/A
39 $0
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
11
New
$35.87 - $41.08 $395 - $452
11 $0
NTST
Netstreit Corp.

Real Estate
36
New
$16.82 - $18.96 $606 - $683
36 $0
Viper Energy Inc
1.29K
New
N/A
1.29K $0
Nextracker Inc
90
+ 6.41%
N/A
1.49K $0
NXRT
Nex Point Residential Trust, Inc.

Real Estate
6
New
$30.55 - $34.72 $183 - $208
6 $0
Ni Hldgs Inc
5
New
N/A
5 $0
NFBK
Northfield Bancorp, Inc.

Financial Services
3
+ 4.69%
$10.4 - $12.22 $31.2 - $36.7
67 $0
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
46
New
$8.2 - $12.84 $377 - $591
46 $0
OCUL
Ocular Therapeutix, Inc

Healthcare
35
New
$9.09 - $13.6 $318 - $476
35 $0
ZEUS
Olympic Steel Inc

Basic Materials
25
+ 39.06%
$30.05 - $35.46 $751 - $887
89 $2K
OMCL
Omnicell, Inc

Healthcare
10
New
$26.88 - $33.62 $269 - $336
10 $0
ONTF
On24 Inc.

Technology
50
New
$4.71 - $6.04 $236 - $302
50 $0
OPAL
Opal Fuels Inc.

Utilities
142
New
$2.05 - $2.67 $291 - $379
142 $0
Orchid Is Cap Inc
1
New
N/A
1 $0
ORGO
Organogenesis Holdings Inc.

Healthcare
13
New
$3.78 - $5.03 $49.1 - $65.4
13 $0
OBNK
Origin Bancorp, Inc.

Financial Services
5
+ 5.1%
N/A
103 $3K
PCB
Pcb Bancorp

Financial Services
8
+ 27.59%
$20.21 - $22.39 $162 - $179
37 $0
PD
Pager Duty, Inc.

Technology
13
+ 1300.0%
$14.62 - $17.17 $190 - $223
14 $0
PLMR
Palomar Holdings, Inc.

Financial Services
94
+ 31.02%
$112.26 - $148.79 $10.6K - $14K
397 $46K
PARR
Par Pacific Holdings, Inc.

Energy
22
New
$27.09 - $37.84 $596 - $832
22 $0
PGRE
Paramount Group, Inc.

Real Estate
10
New
$6.03 - $7.55 $60.3 - $75.5
10 $0
Paramount Skydance Corp
310
New
N/A
310 $0
Pattern Group Inc
737
New
N/A
737 $0
Activity Summary
Buys All Purchases 1723 New Holdings 559 Increased Positions 1164 Sells All Sells 863 Reductions 863 Sold out 0 Options Calls 5 Puts 2
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